Revolve Wealth Partners, LLC

CIK 0001808992 • 6 13F filings • Apr 14, 2025 – Jul 9, 2026

Import this data to Google Sheets with:

=jivedata("revolve-wealth-partners-llc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by: Revolve Wealth Partners, LLC, CCO
Address: 411 Hackensack Avenue, Suite 1005, Hackensack, NJ, 047601
Phone: 201-373-2163
AUM: $850.7M

AUM over time

$965.2M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $833.5M232 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$638K	0.1%	4,765 SH	New
ABBVIE INC	COM	$1.7M	0.2%Prev: 0.2%	7,555 SH	Decreased-443 SH
ADOBE INC	COM	$462K	0.1%Prev: 0.0%	1,310 SH	Increased-430 SH
ADVANCED MICRO DEVICES INC	COM	$1.3M	0.2%Prev: 0.5%	7,735 SH	Decreased-458 SH
AIR PRODS & CHEMS INC	COM	$549K	0.1%	2,014 SH	New
ALPHABET INC	CAP STK CL A	$4.4M	0.5%Prev: 0.7%	17,981 SH	Decreased-728 SH
ALPHABET INC	CAP STK CL C	$2.6M	0.3%Prev: 0.5%	10,637 SH	Decreased-2,786 SH
ALTRIA GROUP INC	COM	$220K	0.0%Prev: 0.0%	3,337 SH	Decreased-32 SH
AMAZON COM INC	COM	$5.9M	0.7%Prev: 0.7%	27,018 SH	Decreased-633 SH
AMERICAN CENTY ETF TR	AVANTIS RESPONSI	$1.5M	0.2%	21,076 SH	New
AMERICAN CENTY ETF TR	US SML CP VALU	$13.0M	1.6%Prev: 1.7%	130,878 SH	Decreased+850 SH
AMERICAN EXPRESS CO	COM	$486K	0.1%Prev: 0.1%	1,462 SH	Decreased-500 SH
AMERICAN INTL GROUP INC	COM NEW	$204K	0.0%	2,596 SH	New
AMERIPRISE FINL INC	COM	$251K	0.0%Prev: 0.0%	510 SH	Increased-19 SH
AMGEN INC	COM	$4.1M	0.5%Prev: 0.5%	14,461 SH	Decreased+1,524 SH
AMPHENOL CORP NEW	CL A	$1.2M	0.1%	9,443 SH	New
ANALOG DEVICES INC	COM	$553K	0.1%Prev: 0.1%	2,252 SH	Decreased+216 SH
APPLE INC	COM	$19.1M	2.3%Prev: 2.1%	74,815 SH	Decreased+3,415 SH
APPLIED MATLS INC	COM	$258K	0.0%Prev: 0.2%	1,262 SH	Decreased-1,444 SH
APPLOVIN CORP	COM CL A	$686K	0.1%Prev: 0.0%	955 SH	Increased+104 SH
ARISTA NETWORKS INC	COM SHS	$281K	0.0%Prev: 0.0%	1,929 SH	Decreased-660 SH
AT&T INC	COM	$488K	0.1%Prev: 0.0%	17,280 SH	Increased+475 SH
BANK AMERICA CORP	COM	$760K	0.1%	14,731 SH	New
BANK NEW YORK MELLON CORP	COM	$263K	0.0%	2,418 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$3.3M	0.4%Prev: 0.4%	6,590 SH	Decreased-523 SH
BLACKROCK INC	COM	$370K	0.0%Prev: 0.0%	317 SH	Increased-33 SH
BLACKSTONE INC	COM	$998K	0.1%Prev: 0.1%	5,844 SH	Increased+413 SH
BLEND LABS INC	CL A	$114K	0.0%Prev: 0.0%	31,361 SH	Increased-183 SH
BOEING CO	COM	$269K	0.0%Prev: 0.0%	1,248 SH	Decreased-206 SH
BOOKING HOLDINGS INC	COM	$211K	0.0%Prev: 0.0%	39 SH	Decreased-2,207 SH
BOSTON SCIENTIFIC CORP	COM	$208K	0.0%	2,126 SH	New
BROADCOM INC	COM	$3.1M	0.4%Prev: 0.5%	9,410 SH	Decreased-4,005 SH
CAMBRIA ETF TR	SHSHLD YIELD ETF	$26.2M	3.1%Prev: 3.1%	381,901 SH	Decreased+7,732 SH
CAPITAL ONE FINL CORP	COM	$413K	0.0%Prev: 0.0%	1,944 SH	Increased-70 SH
CATERPILLAR INC	COM	$317K	0.0%Prev: 0.1%	665 SH	Decreased-141 SH
CHEVRON CORP NEW	COM	$693K	0.1%	4,462 SH	New
CHUBB LIMITED	COM	$227K	0.0%Prev: 0.1%	804 SH	Decreased-1,347 SH
CISCO SYS INC	COM	$610K	0.1%Prev: 0.2%	8,911 SH	Decreased-9,472 SH
CITIGROUP INC	COM NEW	$240K	0.0%Prev: 0.1%	2,363 SH	Decreased-6,427 SH
COCA COLA CO	COM	$533K	0.1%Prev: 0.1%	8,040 SH	Decreased-1,167 SH
COLGATE PALMOLIVE CO	COM	$2.0M	0.2%Prev: 0.2%	24,474 SH	Increased+5,263 SH
COMCAST CORP NEW	CL A	$227K	0.0%	7,217 SH	New
COMPASS INC	CL A	$1.8M	0.2%Prev: 0.3%	228,876 SH	Decreased-802 SH
CONSOLIDATED EDISON INC	COM	$386K	0.0%Prev: 0.0%	3,841 SH	Decreased-276 SH
COSTCO WHSL CORP NEW	COM	$1.1M	0.1%	1,207 SH	New
CROWDSTRIKE HLDGS INC	CL A	$404K	0.0%	824 SH	New
CSX CORP	COM	$683K	0.1%Prev: 0.1%	19,222 SH	Decreased+1,970 SH
CVS HEALTH CORP	COM	$255K	0.0%Prev: 0.1%	3,380 SH	Decreased-3,713 SH
DANAHER CORPORATION	COM	$361K	0.0%	1,823 SH	New
DEXCOM INC	COM	$405K	0.0%Prev: 0.0%	6,024 SH	Decreased-229 SH
DIMENSIONAL ETF TRUST	CORE FIXED INCOM	$17.6M	2.1%	411,245 SH	New
DIMENSIONAL ETF TRUST	INTERNATIONAL	$2.6M	0.3%Prev: 0.3%	63,720 SH	Decreased+1,870 SH
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$1.2M	0.1%	38,886 SH	New
DISNEY WALT CO	COM	$552K	0.1%Prev: 0.0%	4,819 SH	Increased-12 SH
DUKE ENERGY CORP NEW	COM NEW	$365K	0.0%Prev: 0.0%	2,953 SH	Decreased-436 SH
EA SERIES TRUST	ALPHA ARCHITECT	$2.1M	0.3%Prev: 0.6%	38,673 SH	Decreased-66,347 SH
EA SERIES TRUST	INTL QUAN VALUE	$42.2M	5.1%Prev: 4.5%	1,399,493 SH	Decreased+130,574 SH
EA SERIES TRUST	SPARKLINE INTANG	$27.8M	3.3%	799,798 SH	New
EA SERIES TRUST	US QUAN MOMENTUM	$27.3M	3.3%Prev: 3.4%	424,355 SH	Decreased+12,743 SH
EATON CORP PLC	SHS	$371K	0.0%Prev: 0.1%	991 SH	Decreased-1,237 SH
ELI LILLY & CO	COM	$1.1M	0.1%Prev: 0.2%	1,438 SH	Decreased-319 SH
EMERSON ELEC CO	COM	$303K	0.0%Prev: 0.0%	2,308 SH	Decreased-472 SH
EQUINIX INC	COM	$1.9M	0.2%	2,462 SH	New
EXXON MOBIL CORP	COM	$1.3M	0.2%Prev: 0.2%	11,222 SH	Decreased-1,322 SH
GE AEROSPACE	COM NEW	$695K	0.1%Prev: 0.1%	2,310 SH	Decreased-960 SH
GE VERNOVA INC	COM	$349K	0.0%Prev: 0.1%	567 SH	Decreased-184 SH
GENERAL DYNAMICS CORP	COM	$323K	0.0%Prev: 0.0%	947 SH	Decreased+14 SH
GENERAL MTRS CO	COM	$224K	0.0%Prev: 0.0%	3,672 SH	Decreased+632 SH
GILEAD SCIENCES INC	COM	$396K	0.0%Prev: 0.1%	3,569 SH	Decreased-1,904 SH
GOLDMAN SACHS GROUP INC	COM	$659K	0.1%Prev: 0.2%	828 SH	Decreased-677 SH
GRAYSCALE BITCOIN TRUST ETF	SHS REP COM UT	$686K	0.1%Prev: 0.0%	7,642 SH	Increased-351 SH
HOME DEPOT INC	COM	$1.1M	0.1%Prev: 0.1%	2,716 SH	Decreased-554 SH
HONEYWELL INTL INC	COM	$496K	0.1%Prev: 0.0%	2,357 SH	Increased+374 SH
HUMANA INC	COM	$222K	0.0%Prev: 0.0%	853 SH	Decreased-259 SH
IDEXX LABS INC	COM	$557K	0.1%Prev: 0.1%	872 SH	Increased-91 SH
INSULET CORP	COM	$449K	0.1%Prev: 0.0%	1,455 SH	Increased-131 SH
INTERNATIONAL BUSINESS MACHS	COM	$677K	0.1%Prev: 0.1%	2,400 SH	Decreased-511 SH
INTUIT	COM	$596K	0.1%Prev: 0.0%	873 SH	Increased-165 SH
INTUITIVE SURGICAL INC	COM NEW	$872K	0.1%Prev: 0.1%	1,949 SH	Increased+207 SH
INVESCO EXCH TRADED FD TR II	FNDMNTL HY CRP	$5.9M	0.7%	319,158 SH	New
INVESCO EXCH TRADED FD TR II	RAFI DVLPD MRKTS	$524K	0.1%Prev: 0.1%	8,573 SH	Decreased-912 SH
INVESCO EXCH TRADED FD TR II	RAFI EMRGNG MRKT	$463K	0.1%Prev: 0.1%	18,217 SH	Decreased+746 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$525K	0.1%Prev: 0.1%	11,623 SH	Decreased-156 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1500	$590K	0.1%Prev: 0.1%	12,997 SH	Decreased+555 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$258K	0.0%Prev: 0.2%	1,362 SH	Decreased-5,464 SH
INVESCO QQQ TR	UNIT SER 1	$2.5M	0.3%Prev: 0.4%	4,204 SH	Decreased-850 SH
ISHARES GOLD TR	ISHARES NEW	$277K	0.0%Prev: 0.0%	3,810 SH	Decreased
ISHARES INC	CORE MSCI EMKT	$545K	0.1%Prev: 0.1%	8,264 SH	Decreased+892 SH
ISHARES TR	CORE MSCI EAFE	$50.7M	6.1%Prev: 5.3%	580,822 SH	Decreased+48,228 SH
ISHARES TR	CORE MSCI TOTAL	$2.4M	0.3%Prev: 0.3%	28,954 SH	Decreased+1,960 SH
ISHARES TR	CORE S&P MCP ETF	$2.1M	0.3%Prev: 0.2%	32,414 SH	Increased+7,023 SH
ISHARES TR	CORE S&P SCP ETF	$2.4M	0.3%Prev: 0.3%	19,856 SH	Decreased+2,221 SH
ISHARES TR	CORE S&P US GWT	$396K	0.0%Prev: 0.0%	2,405 SH	Increased+737 SH
ISHARES TR	CORE S&P500 ETF	$13.0M	1.6%Prev: 1.6%	19,438 SH	Decreased-1,087 SH
ISHARES TR	CORE US AGGBD ET	$965K	0.1%Prev: 0.1%	9,624 SH	Increased+3,275 SH
ISHARES TR	EAFE GRWTH ETF	$5.9M	0.7%Prev: 0.6%	51,622 SH	Decreased+1,338 SH
ISHARES TR	EAFE VALUE ETF	$2.5M	0.3%Prev: 0.3%	37,523 SH	Decreased+209 SH
ISHARES TR	ESG AW MSCI EAFE	$208K	0.0%Prev: 0.0%	2,233 SH	Decreased+98 SH
ISHARES TR	ESG EAFE ETF	$1.3M	0.2%Prev: 0.2%	17,249 SH	Decreased-405 SH
ISHARES TR	ESG MSCI KLD 400	$2.2M	0.3%	17,459 SH	New
ISHARES TR	MSCI EAFE ETF	$725K	0.1%Prev: 0.1%	7,769 SH	Decreased+423 SH
ISHARES TR	MSCI EMG MKT ETF	$633K	0.1%Prev: 0.1%	11,856 SH	Decreased+288 SH
ISHARES TR	NATIONAL MUN ETF	$15.1M	1.8%Prev: 1.4%	142,195 SH	Increased+19,116 SH
ISHARES TR	NEW YORK MUN ETF	$1.5M	0.2%	28,827 SH	New
ISHARES TR	RUS 1000 ETF	$334K	0.0%Prev: 0.0%	914 SH	Increased+258 SH
ISHARES TR	RUS 1000 GRW ETF	$2.6M	0.3%Prev: 0.2%	5,498 SH	Increased-10,531 SH
ISHARES TR	RUS 1000 VAL ETF	$289K	0.0%Prev: 0.2%	1,420 SH	Decreased-6,533 SH
ISHARES TR	RUS MD CP GR ETF	$1.0M	0.1%Prev: 0.1%	7,370 SH	Increased+514 SH
ISHARES TR	RUS MDCP VAL ETF	$899K	0.1%Prev: 0.1%	6,440 SH	Decreased+604 SH
ISHARES TR	RUS MID CAP ETF	$697K	0.1%Prev: 0.0%	7,217 SH	Increased+3,857 SH
ISHARES TR	RUS TP200 GR ETF	$582K	0.1%Prev: 0.1%	2,126 SH	Decreased
ISHARES TR	RUSSELL 2000 ETF	$2.9M	0.4%Prev: 0.3%	12,101 SH	Increased+2,400 SH
ISHARES TR	RUSSELL 3000 ETF	$420K	0.1%Prev: 0.0%	1,110 SH	Decreased-5 SH
ISHARES TR	S&P MC 400GR ETF	$209K	0.0%	2,178 SH	New
ISHARES TR	S&P MC 400VL ETF	$210K	0.0%	1,621 SH	New
ISHARES TR	SHRT NAT MUN ETF	$542K	0.1%Prev: 0.1%	5,078 SH	Increased+124 SH
ISHARES TR	U.S. TECH ETF	$356K	0.0%	1,818 SH	New
JOHNSON & JOHNSON	COM	$1.4M	0.2%Prev: 0.3%	7,554 SH	Decreased-4,469 SH
JPMORGAN CHASE & CO.	COM	$4.5M	0.5%	14,165 SH	New
KENVUE INC	COM	$162K	0.0%	10,005 SH	New
KLA CORP	COM NEW	$236K	0.0%Prev: 0.1%	219 SH	Decreased-2,183 SH
KROGER CO	COM	$223K	0.0%	3,312 SH	New
LAM RESEARCH CORP	COM NEW	$260K	0.0%Prev: 0.1%	1,938 SH	Decreased-202 SH
LENNAR CORP	CL A	$939K	0.1%Prev: 0.1%	7,448 SH	Increased+1,682 SH
LINDE PLC	SHS	$391K	0.0%Prev: 0.1%	823 SH	Decreased-723 SH
LOWES COS INC	COM	$293K	0.0%Prev: 0.0%	1,164 SH	Increased+91 SH
MASTERCARD INCORPORATED	CL A	$2.1M	0.2%Prev: 0.2%	3,624 SH	Increased+279 SH
MCDONALDS CORP	COM	$628K	0.1%Prev: 0.1%	2,067 SH	Decreased-1,809 SH
MCKESSON CORP	COM	$243K	0.0%Prev: 0.0%	314 SH	Decreased-58 SH
MERCADOLIBRE INC	COM	$280K	0.0%Prev: 0.1%	120 SH	Decreased-256 SH
MERCK & CO INC	COM	$398K	0.0%Prev: 0.1%	4,737 SH	Decreased-932 SH
META PLATFORMS INC	CL A	$6.5M	0.8%Prev: 0.6%	8,828 SH	Increased-1,431 SH
METTLER TOLEDO INTERNATIONAL	COM	$349K	0.0%Prev: 0.0%	284 SH	Decreased-3 SH
MICRON TECHNOLOGY INC	COM	$657K	0.1%Prev: 0.6%	3,926 SH	Decreased-759 SH
MICROSOFT CORP	COM	$14.8M	1.8%Prev: 1.1%	28,644 SH	Increased+954 SH
MORGAN STANLEY	COM NEW	$289K	0.0%Prev: 0.0%	1,816 SH	Decreased-335 SH
NETFLIX INC	COM	$1.3M	0.2%	1,081 SH	New
NEXTERA ENERGY INC	COM	$358K	0.0%Prev: 0.1%	4,747 SH	Decreased-2,788 SH
NORTHROP GRUMMAN CORP	COM	$211K	0.0%	346 SH	New
NUSHARES ETF TR	NUVEEN ESG LRGCP	$2.3M	0.3%Prev: 0.3%	22,977 SH	Decreased+1,644 SH
NUSHARES ETF TR	NUVEEN ESG LRGVL	$1.9M	0.2%Prev: 0.2%	44,175 SH	Decreased-413 SH
NUSHARES ETF TR	NUVEEN ESG MIDCP	$1.2M	0.1%Prev: 0.1%	24,565 SH	Increased-507 SH
NUSHARES ETF TR	NUVEEN ESG MIDVL	$1.1M	0.1%Prev: 0.1%	27,764 SH	Decreased-1,226 SH
NUSHARES ETF TR	NUVEEN ESG SMLCP	$1.4M	0.2%Prev: 0.2%	31,525 SH	Decreased-780 SH
NVIDIA CORPORATION	COM	$14.4M	1.7%Prev: 1.7%	77,183 SH	Decreased-2,448 SH
ONEOK INC NEW	COM	$393K	0.0%Prev: 0.0%	5,385 SH	Decreased+666 SH
ORACLE CORP	COM	$1.7M	0.2%Prev: 0.1%	6,048 SH	Increased-603 SH
PALANTIR TECHNOLOGIES INC	CL A	$1.2M	0.1%Prev: 0.1%	6,592 SH	Increased+158 SH
PARKER-HANNIFIN CORP	COM	$265K	0.0%Prev: 0.0%	349 SH	Decreased-29 SH
PEPSICO INC	COM	$347K	0.0%Prev: 0.0%	2,471 SH	Decreased-238 SH
PFIZER INC	COM	$381K	0.0%Prev: 0.0%	14,954 SH	Increased+2,418 SH
PHILIP MORRIS INTL INC	COM	$413K	0.0%Prev: 0.0%	2,548 SH	Decreased-111 SH
PINTEREST INC	CL A	$241K	0.0%	7,478 SH	New
PROCTER AND GAMBLE CO	COM	$904K	0.1%	5,882 SH	New
PROGRESSIVE CORP	COM	$276K	0.0%Prev: 0.0%	1,118 SH	Decreased-236 SH
PUBLIC SVC ENTERPRISE GRP IN	COM	$323K	0.0%	3,870 SH	New
QUALCOMM INC	COM	$443K	0.1%Prev: 0.0%	2,660 SH	Increased+519 SH
RAYMOND JAMES FINL INC	COM	$359K	0.0%Prev: 0.1%	2,078 SH	Decreased-2,410 SH
RBB FD INC	US TREAS 3 MNTH	$25.5M	3.1%	510,740 SH	New
RBB FD INC	US TREASRY 12 MT	$218K	0.0%	4,336 SH	New
RBB FD INC	US TRSRY 6 MNTH	$391K	0.0%Prev: 0.0%	7,787 SH	Increased+2,990 SH
ROCKWELL AUTOMATION INC	COM	$384K	0.0%Prev: 0.1%	1,100 SH	Decreased-215 SH
ROYAL CARIBBEAN GROUP	COM	$288K	0.0%Prev: 0.1%	889 SH	Decreased-1,624 SH
RTX CORPORATION	COM	$844K	0.1%Prev: 0.1%	5,045 SH	Decreased-2,030 SH
S&P GLOBAL INC	COM	$243K	0.0%Prev: 0.0%	499 SH	Increased-20 SH
SALESFORCE INC	COM	$455K	0.1%Prev: 0.0%	1,918 SH	Increased-336 SH
SCHWAB CHARLES CORP	COM	$257K	0.0%Prev: 0.0%	2,694 SH	Increased+523 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL INTL	$612K	0.1%Prev: 0.1%	14,239 SH	Decreased+989 SH
SCHWAB STRATEGIC TR	FUNDAMENTAL US L	$823K	0.1%Prev: 0.1%	31,307 SH	Decreased+128 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$24.1M	2.9%Prev: 3.1%	1,033,860 SH	Decreased-42,282 SH
SCHWAB STRATEGIC TR	US AGGREGATE B	$17.7M	2.1%Prev: 1.8%	753,124 SH	Increased-3,863 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$473K	0.1%Prev: 0.1%	18,408 SH	Decreased-367 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$2.6M	0.3%Prev: 0.3%	95,141 SH	Decreased+627 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$14.3M	1.7%Prev: 1.5%	448,374 SH	Increased+26,424 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$580K	0.1%Prev: 0.0%	19,925 SH	Increased+11,224 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$11.3M	1.4%Prev: 1.3%	428,227 SH	Decreased+15,852 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$3.2M	0.4%Prev: 0.4%	107,906 SH	Decreased+13,655 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$2.5M	0.3%Prev: 0.3%	89,366 SH	Decreased+1,473 SH
SELECT SECTOR SPDR TR	TECHNOLOGY	$202K	0.0%	716 SH	New
SERVICENOW INC	COM	$825K	0.1%Prev: 0.1%	896 SH	Increased-4,075 SH
SHOPIFY INC	CL A SUB VTG SHS	$998K	0.1%Prev: 0.0%	6,716 SH	Increased+4,808 SH
SOUTHERN CO	COM	$241K	0.0%Prev: 0.0%	2,539 SH	Decreased-232 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$263K	0.0%	568 SH	New
SPDR GOLD TR	GOLD SHS	$252K	0.0%Prev: 0.1%	709 SH	Decreased-2,225 SH
SPDR S&P 500 ETF TR	TR UNIT	$5.1M	0.6%	7,652 SH	New
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$2.3M	0.3%	3,785 SH	New
SPDR SERIES TRUST	NUVEEN ICE HIGH	$27.6M	3.3%	1,108,013 SH	New
SPDR SERIES TRUST	NUVEEN ICE MUNIC	$19.2M	2.3%	421,438 SH	New
SPDR SERIES TRUST	PORTFOLIO S&P400	$608K	0.1%	10,630 SH	New
SUTRO BIOPHARMA INC	COM	$10K	0.0%	11,002 SH	New
T-MOBILE US INC	COM	$210K	0.0%	878 SH	New
TAPESTRY INC	COM	$206K	0.0%Prev: 0.0%	1,819 SH	Decreased-245 SH
TESLA INC	COM	$6.9M	0.8%Prev: 0.3%	15,578 SH	Increased+9,254 SH
THERMO FISHER SCIENTIFIC INC	COM	$260K	0.0%Prev: 0.0%	537 SH	Decreased-16 SH
TJX COS INC NEW	COM	$356K	0.0%Prev: 0.0%	2,466 SH	Decreased-592 SH
TOLL BROTHERS INC	COM	$1.6M	0.2%Prev: 0.2%	11,566 SH	Decreased-262 SH
TRACTOR SUPPLY CO	COM	$210K	0.0%	3,691 SH	New
TRANE TECHNOLOGIES PLC	SHS	$200K	0.0%Prev: 0.0%	475 SH	Decreased-19 SH
TRANSOCEAN LTD	REGISTERED SHS	$38K	0.0%Prev: 0.0%	12,098 SH	Decreased-506 SH
TRAVELERS COMPANIES INC	COM	$226K	0.0%Prev: 0.0%	808 SH	Decreased-23 SH
UBER TECHNOLOGIES INC	COM	$1.0M	0.1%Prev: 0.0%	10,406 SH	Increased+7,483 SH
UNION PAC CORP	COM	$209K	0.0%Prev: 0.1%	886 SH	Decreased-1,717 SH
UNITEDHEALTH GROUP INC	COM	$1.2M	0.1%Prev: 0.2%	3,584 SH	Decreased-1,819 SH
VANECK ETF TRUST	HIGH YLD MUNIETF	$16.3M	2.0%Prev: 1.6%	320,604 SH	Increased+20,795 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$237K	0.0%Prev: 0.0%	3,188 SH	Decreased-532 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$278K	0.0%	5,623 SH	New
VANGUARD INDEX FDS	GROWTH ETF	$7.2M	0.9%Prev: 0.8%	15,089 SH	Decreased-74,665 SH
VANGUARD INDEX FDS	LARGE CAP ETF	$350K	0.0%Prev: 0.0%	1,138 SH	Decreased-1 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$899K	0.1%Prev: 0.1%	3,060 SH	Decreased+120 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$1.4M	0.2%Prev: 0.2%	8,052 SH	Decreased+417 SH
VANGUARD INDEX FDS	MID CAP ETF	$3.1M	0.4%Prev: 0.3%	10,681 SH	Decreased-28,797 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$3.9M	0.5%Prev: 0.4%	6,392 SH	Increased+1,198 SH
VANGUARD INDEX FDS	SMALL CP ETF	$2.3M	0.3%Prev: 0.2%	8,926 SH	Decreased+981 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$128.3M	15.4%Prev: 13.9%	391,033 SH	Decreased+29,191 SH
VANGUARD INDEX FDS	VALUE ETF	$371K	0.0%Prev: 0.1%	1,989 SH	Decreased-475 SH
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$753K	0.1%Prev: 0.1%	13,900 SH	Decreased-1,613 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$1.1M	0.1%Prev: 0.1%	22,503 SH	Increased+3,523 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.1M	0.1%Prev: 0.1%	5,169 SH	Increased+1,328 SH
VANGUARD STAR FDS	VG TL INTL STK F	$4.7M	0.6%Prev: 0.5%	63,696 SH	Decreased+4,126 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$8.0M	1.0%Prev: 1.0%	133,949 SH	Decreased+3,884 SH
VEEVA SYS INC	CL A COM	$277K	0.0%Prev: 0.0%	929 SH	Increased-204 SH
VERIZON COMMUNICATIONS INC	COM	$381K	0.0%Prev: 0.0%	8,674 SH	Increased-36 SH
VISA INC	COM CL A	$4.1M	0.5%Prev: 0.5%	11,979 SH	Decreased-777 SH
W & T OFFSHORE INC	COM	$21K	0.0%Prev: 0.0%	11,325 SH	Decreased+1,222 SH
WALMART INC	COM	$1.0M	0.1%Prev: 0.2%	9,926 SH	Decreased-3,775 SH
WASTE MGMT INC DEL	COM	$215K	0.0%Prev: 0.0%	973 SH	Decreased-120 SH
WELLS FARGO CO NEW	COM	$396K	0.0%	4,722 SH	New
WELLTOWER INC	COM	$254K	0.0%Prev: 0.0%	1,426 SH	Decreased+34 SH
WISDOMTREE TR	EM EX ST-OWNED	$522K	0.1%Prev: 0.0%	13,765 SH	Increased+5,434 SH
WISDOMTREE TR	INTL QULTY DIV	$18.3M	2.2%Prev: 2.0%	459,464 SH	Decreased+5,357 SH
WISDOMTREE TR	US LARGECAP DIVD	$18.2M	2.2%Prev: 2.0%	208,829 SH	Decreased+10,749 SH
ZEBRA TECHNOLOGIES CORPORATI	CL A	$210K	0.0%Prev: 0.1%	708 SH	Decreased-1,369 SH

Sold (vs prior filing)

3M CO — $217K
ABBOTT LABORATORIES — $775K
ADC THERAPEUTICS SA — $107K
ADVANCED ENERGY INDS — $401K
AGILENT TECHNOLOGIES INC — $320K
AIR PRODUCTS AND CHEMICALS I — $585K
ALLSTATE CORP — $274K
AMERICAN CENTY ETF TR — $1.6M
AMERICAN CENTY ETF TR — $280K
AMERICAN CENTY ETF TR — $769K
AMERICAN CENTY ETF TR — $4.4M
AMERICAN CENTY ETF TR — $789K
AMETEK INC — $827K
AMPHENOL CORP — $717K
AON PLC — $384K
ARCOSA INC — $351K
ASML HLDG NV — $750K
ASTRAZENECA PLC — $254K
ATMOS ENERGY CORP — $683K
AVERY DENNISON CORP — $591K
… and 141 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Jan 20, 2026	Q4 2025	13F-HR	0002085853-26-000053	$850.7M	View
Oct 14, 2025	Q3 2025	13F-HR	0002085853-25-000078	$833.5M	View
Jul 9, 2026	Q2 2026